Thomas Tracy is a registered investment advisor at Forth Capital (USA), LLC, based in Edinburgh, with 3 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 40 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Ongoing asset management and pension management fees are up to 1.5% per year. US IRA rollover management fees are up to 2.0% per year. Initial pension transfer fees are up to 3% with a $5,000 minimum.
Fee Estimator
Location
Spaces Lochrin Square, 1 Lochrin Square, 92-98 Fountainbridge, Edinburgh, EH3 9QA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the CEO and Founder of Forth Capital Group, an international wealth management firm, dedicating nearly full-time hours to this role. He also owns FC Edinburgh Soccer Team, spending about 10-20% of his time on strategy-related duties.
Employment History
Current Registrations
Forth Capital (USA), LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.